All your sales metrics in an interactive dashboard.

“We can now track our sales data in real time. This not only saves us money, but gives us information we can act on immediately.”

Bridge Mellichamp

Director of Data Science and Special Projects at Stitch Labs

From our sales team to yours

We know how important it is to have control of your data, which is why we put together this quick video to show you what dashboards we use on a daily basis to help drive our own sales efforts. Watch the video and see what’s possible in Klipfolio.

Sales dashboard examples

Curious to see what sales data you can track in Klipfolio? View the live dashboard examples to get a better look.

How to track your sales metrics with Klipfolio

Klipfolio allows you to pull in data from your CRM, combine it with data from the other services you use to track your performance, and then display precisely what you need in a single interactive dashboard. This means—in just a few clicks—that you can stop updating Excel sheets and move from reporting to real-time monitoring.

Build a custom sales dashboard

Once you've assembled a few dashboards with our pre-built metrics, you're going to want to build custom dashboards from the ground up, with data flowing through the CRM or sales automation platform of your choice.

There’s a learning curve with any powerful software tool, but you’re in good hands and will soon be building out your own custom dashboards. So grab a coffee and dive into the Klipfolio Courses Sales Ops track. We promise it'll be worth it.

Show current performance metrics against results for similar time periods in the past (Today vs. Yesterday, This Week vs. Last Week, etc.)

Share dashboards among your sales team, or across the organization if you so choose, via wall-mounted TVs

Use a TV Dashboard display to share your dashboards

A TV Dashboard is a monitor setup to display key business metrics in real-time. TV Dashboards have evolved over the years from office whiteboards to office monitors that continuously display a business’ data.

There are a number of benefits to setting up a TV dashboard in your office such as transparency on all levels of the business, metrics-driven teams that can spot opportunity and fix discrepancies, as well as the ability for managers and executives to make real-time business decisions.

What’s the best way to display a TV Dashboard?

Dashboards can be displayed on TV horizontally or vertically. Vertical TV dashboard display is ideal for longer dashboards, typically ones that have more than 5 or 6 metrics. Due to the fact that TV dashboards are meant for quick, at-a-glance information, it’s best practice to limit your dashboard being horizontally displayed to a few of your most important metrics that you need to monitor multiple times a day in order to keep size large for optimal visibility

Ready to start building your sales dashboards?

Start your free 14-day trial.

"Klipfolio keeps our whole team on the same page. With all of our key metrics at our fingertips, it helps our team make smarter data-driven business decisions."
- LP Maurice, CEO and Co-founder at Busbud